The Weta acquisition, Unity’s ambitions, their advertising business and relationship with Apple, and why Riccitiello thinks my understanding of the metaverse isn’t quite right.
Metaverse follow-up, and then both Apple and Google lose in court
Defining the Metaverse, and explaining why Microsoft is well-placed for the virtual reality opportunity
Google’s response the South Korean App Store law, what that says about platform IP rights, and why markets should decide App Store policies.
An interview with Eric Seufert about the impact of ATT and the future of advertising, Apple, and Facebook.
How I approached the interview with Zuckerberg, why the metaverse is really about VR, and then a discussion of Facebook’s competitors.
Facebook’s reorganization into Meta is the ultimate bet on the power of founder control.
Facebook’s earning seemed bad, but investors responded well, thanks to the trust that Facebook has developed over the years, and demonstrated this quarter.
Snap’s earnings show how the inability to measure attribution makes it hard to target ads; the big question is what this means for Facebook.
Checking in on TSMC, including chip shortages, Chinese military flights near Taiwan, and the U.S. feeble investment in building an alternative